Senior Account Manager, Commercial Lines
Core
Managing a book of commercial property and casualty insurance business, serving as the primary point of contact for large or complex clients, and supporting retention and growth.
Role type
Senior Account Manager (Commercial Lines)
Builds
Retained client accounts and expanded business for commercial property/casualty clients
Domain
Insurance brokerage / Commercial Property & Casualty
Deliverable
client delivery
Required skills
commercial account management, carrier relations, policy interpretation, client retention, account rounding, billing troubleshooting, data documentation, report preparation, team mentorship
Preferred skills
advanced professional designations (AAI, ARM, CIC, CPCU), bilingual English/Spanish
Technologies
automated agency management systems
Responsibilities
manage a book of insurance business with independent discretion, serve as primary contact for large/complex clients, develop client strategy with producers, provide professional service to clients and carriers, oversee transaction preparation and internal processing, acquire and analyze client insurance objectives, negotiate with underwriters, troubleshoot billing issues, organize client meetings, document conversations and update systems, prepare management reports, oversee and mentor account administrators and managers, attend continuing education training
Seniority
Senior, hands-on IC with mentorship duties